Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_ 0210 )

Last Week's Meme Summary

ai16z系（ai16z, ELIZA, degenai）

Price performance:

For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has risen by more than 150% compared to last week's recommendation (market value increased from US$940 million to US$2.4 billion), setting a record high this morning; ELIZA has risen by 244% compared to last week's recommendation (market value increased from US$45 million to US$155 million); degenai has risen by 100% compared to last week's recommendation (market value increased from US$48 million to US$96 million).

Project dynamics:

1.ai16z initiated a token economics update proposal, with the following highlights: In the Launchpad phase in the first quarter of 2025, through the acquisition of mature technologies and teams, focusing on Eliza framework innovation, including multi-chain integration, etc., increasing startup fees, staking and other value capture mechanisms. The second phase focuses on ecological growth and incentive synergy, allowing multiple products to increase value, enhancing the connection between ai16z tokens, and using buybacks, ecological funds, etc. to incentivize developers. In addition, according to a document shared by contributors, ai16z may consider launching a Layer 1 blockchain specifically for AI applications.

2. Eliza framework ranked first in GitHub's December trend list. Currently, Eliza V2 is in the early development stage, with the goal of improving architecture, extensibility, and plugin management. V1 will remain stable and focus on PR, documentation, and fixes. Developers are advised to continue building on V1, and the date for planning to test V2 will be notified later.

3. Regarding the question of "whether ai16z is suspected of infringing the a16z trademark", X user @0xjunkdogg said there is no need to worry about this and gave the following explanation: he has communicated with a16z via email; a16z's CTO is currently in ai16z's Discord, but has not yet spoken publicly; a16z co-founder Marc Anderson has forwarded relevant content of the ai16z project; ai16z and a16z are jointly promoting the DUNA project, which is to promote the legalization of DAO in the United States. Previously, a16z has implemented the DAO legal framework in some states, and both parties are currently working to expand their legal coverage.

Current Views:

I still firmly hold ai16z tokens, believing that it is currently in the value discovery stage, and the feeling of missing out is greater than FOMO. Currently, among the three projects of ai16z, ai16z is focusing on the update of the new token economic model; ELIZA is focusing on the update of the token economic model around January 10; and degenai is focusing on the launch of the new artificial intelligence agent.

DRUGS

Price performance:

According to GMGN data, after a week, DRUGS has seen a slight increase compared to last week's recommended price (market value increased from US$23 million to US$52 million).

Project News:

1. DRUGS’s DAO fund pool exceeded 1 million USD, ranking second in terms of market value on the daos.fun platform.

Current Views:

Hold firmly, and continue to increase positions in batches if there is a sharp drop. The first project BIO launched on Binance in 2025 is the DeSci concept. It is believed that BIO will drive the entire BIO sector up, and the AI ​​Agent concept is still popular at present, so DRUGS, which combines AI Agent and Desci concepts, is believed to have a round of skyrocketing market.

WORRY

Price performance:

According to GMGN data, after a week, WORM has seen a slight increase compared to last week’s recommended price (market value increased from US$21 million to US$27 million).

Project News:

Version V1 was officially released. The worm brain runs in the TEE environment of the MarlinProtocol protocol. Its neuronal activity responds in real time based on the price of WORM tokens and drives the "muscle element" to achieve dynamic wriggling presentation.

Current Views:

A small profit, continue to hold. WORM has a unique narrative (AI+Animal Meme+DeSci), it is worth the high return.

This week's focus list

METAV

Project Introduction:

Skely (a member of ai16z) released AI Pool, an AI Agent self-issued token project, which is an innovative AI agent-driven pre-sale system designed to improve the security and transparency of token sales. The first token issued by AI Pool is METAV. But it is worth mentioning that Skely's X account is still banned (for more information about AI Pool and METAV projects, please see: Over 30,000 SOLs raised overnight, is AI Pool, which gives money to AI, the next Bome?).

Reasons for optimism:

1. ai16z project + the first AI pre-sale project. AI Pool is a project released by Skely, a member of the ai16z team. Shaw also mentioned it many times before and after the release of the project. AI Pool is an AI-owned token with a novel concept. Therefore, as the first project released on AI Pool, METAV is worthy of attention.

Price performance:

According to GMGN data, METAV's market value has peaked at $80 million and is currently $47 million.

Contract address:

HCgvbV9Qcf9TVGPGKMGbVEj8WwwVD6HhTt5E2i3qkeN9

fxn

Project Introduction:

fxn is the concept of AI cluster (that is, an AI agent group composed of many AI agents). Users can manage their own resource agents, view resource usage, exchange resources, etc. through this dashboard. It also provides SDK and API to help developers integrate and expand the functions of the FXN network. Various AI agents can share data, which is an infrastructure project.

Reasons for optimism:

1. Shaw, the founder of ai16z, mentioned two good projects with AI group concepts in the offline Dev Meetup in Shanghai. One is Project89 written last week, and the other is fxn.

Price performance:

According to GMGN data, fxn has a market value of $97 million.

Contract address:

92cRC6kV5D7TiHX1j56AbkPbffo9jwcXxSDQZ8Mopump

Previous List

Last week, we continued to pay attention to ai16z series and WORM, and added new attention to DRUGS and Project89

Introducing a Meme rush method for those who are slow to act: How to ambush the next skyrocketing coin after a big drop?